Roles
You can access your system's roles by expanding People and Companies in the left pane of the system, and then clicking the Roles table. Roles are associated with teams and groups, so using the Add or Remove Roles on a user's record adds or removes the appropriate group and team. In the Standard System Demo only a few groups are actually able to modify a user's role. By default, these groups include the admin groups of Admin, Admin Import, Business Admin, but also tend to include relevant managerial roles. For example, the roles 1st Level Support and 2nd Level Support are available to the admin groups, as well as the Service Manager, which shows that the Service Manager oversees 1st and 2nd Level Support roles. You can view a complete list of the groups that each role is available to by viewing the Roles record or by consulting the table in the Default Roles section.
Roles also have a flag called Uses Assigned License that can be used to track which users hold an assigned license. It should be noted that this does not actually assign a license to the individual with the selected role, although a search can be created to automatically assign available Assigned Licenses to users who have this flag set to Yes in their Employee record.
Default Roles
Below are the default roles and how they appear in the Standard System Demo's Roles Table, listed in alphabetical order. To list Roles in alphabetical order, click the Role Name column.
| Role Name | Associated Group | Associated Team | Available to Group(s) | Uses Assigned License |
|---|---|---|---|---|
1st Level Support | Base ServiceDesk | 1st Level Support Team | admin, Admin Import, Business Admin, Service Manager | Yes |
2nd Level Support | Base ServiceDesk | 2nd Level Support Team | admin, Admin Import, Business Admin, Service Manager | Yes |
admin | admin | Admin Team | admin | Yes |
| AI User | AI User | admin, Admin Import, Business Admin | Yes | |
Backup and Storage Team Member | Base ServiceDesk | Backup and Storage Team | admin, Admin Import, Business Admin | Yes |
Base Service Desk group only | Base ServiceDesk | admin, Admin Import, Business Admin | Yes | |
| Budget Manager | Budget Manager | Budget Management Team | admin, Admin Import, Business Admin | |
Business Admin | Business Admin | Admin Team | admin, Admin Import, Business Admin | Yes |
Change Advisory Board Member | Change Manager | Change Advisory Board | admin, Admin Import, Business Admin | Yes |
Change Approver | Approver | Change Approver Team | admin, Admin Import, Business Admin | Yes |
Change Manager | Change Manager | Change Management Team | admin, Admin Import, Business Admin | Yes |
Clause Library Manager | Business Admin | Clause Library Team | admin, Admin Import, Business Admin | Yes |
Compliance Team approver | Approver | Compliance Team | admin, Admin Import, Business Admin | Yes |
Configuration Manager | Configuration Manager | Configuration Management Team | admin, Admin Import, Business Admin | Yes |
Contract Creator | Contract Creator | Contract Creator Team | admin, Admin Import, Business Admin, Contract Manager | No |
Contract Manager | Contract Manager | Contract Management Team | admin, Admin Import, Business Admin | Yes |
Contract Requester | Contract Requester | Contract Creator Team | admin, Admin Import, Business Admin | Yes |
Custom Applications Service Desk Team | Base ServiceDesk | Custom Applications Team | admin, Admin Import, Business Admin, Change Manager, Service Manager | Yes |
Database Team | Base ServiceDesk | Database Team | admin, Admin Import, Business Admin, Configuration Manager, Service Manager | Yes |
Desktop Applications Team | Base ServiceDesk | Desktop Applications Team | admin, Admin Import, Business Admin, Configuration Manager, Service Manager | Yes |
Document Creator | Document Creator | Document Creator Team | admin, Admin Import, Business Admin, Document Manager | No |
Document Manager | Document Manager | Document Management Team | admin, Admin Import, Business Admin | Yes |
Document Reviewer | Document Reviewer | Document Reviewers Team | admin, Admin Import, Business Admin, Document Manager | Yes |
Evaluation Committee | Response Evaluator | Evaluation Committee Team | admin, Admin Import, Business Admin | Yes |
Facilities Team | Base ServiceDesk | Facilities Team | admin, Admin Import, Business Admin, Service Manager | Yes |
Finance Team Approver | Approver | Finance Team Approver | admin, Admin Import, Business Admin | Yes |
HR Team | Base ServiceDesk | HR Team | admin, Admin Import, Business Admin | Yes |
Internal Customer for service desk | Internal Customer | Internal Customer Team | admin, Admin Import, Business Admin | No |
Internal Signer for contracts | Internal Customer | Internal Signer Team | admin, Admin Import, Business Admin | No |
| Internal Supplier Manager | Internal Supplier Manager | Supplier Management Team | admin, Admin Import, Business Admin | Yes |
IT Executive Board for change approvals | Approver | IT Executive Board | admin, Admin Import, Business Admin | Yes |
| Legal Request/Matter Manager | Legal | Legal Management Team | admin, Admin Import, Business Admin | Yes |
| Legal Requester | Legal Requester | Legal Requester Team | admin, Admin Import, Business Admin | No |
Legal Team Approver | Approver | Legal Team | admin, Admin Import, Business Admin | Yes |
| Litigation Legal Team | Legal | Litigation Team | admin, Admin Import, Business Admin | Yes |
Marketing Team | Marketing | Marketing Team | admin, Admin Import, Business Admin | Yes |
Network Operations Team | Base ServiceDesk | Network Operations Team | admin, Admin Import, Business Admin, Service Manager | Yes |
| Patent Legal Team | Legal | Patent Team | admin, Admin Import, Business Admin | Yes |
Project Manager | Project Manager | Project Manager Team | admin, Admin Import, Business Admin | Yes |
Purchasing Team | Procurement Group | Purchasing Team | admin, Admin Import, Business Admin | Yes |
QA Team | Base ServiceDesk | QA Team | admin, Admin Import, Business Admin | Yes |
Risk Approval team for contracts | Approver | Risk Team | admin, Admin Import, Business Admin | Yes |
Sales Person | Sales | Sales Team | admin, Admin Import, Business Admin | Yes |
Security Team | Base ServiceDesk | Security Team | admin, Admin Import, Business Admin | Yes |
Service Manager | Service Manager | Service Management Team | admin, Admin Import, Business Admin | Yes |
Sourcing Event Creator | Sourcing Event Creator | Sourcing Event Creator Team | admin, Admin Import, Business Admin | No |
Sourcing Event Manager | Sourcing Event Manager | Sourcing Event Manager Team | admin, Admin Import, Business Admin | Yes |
Sourcing Event Requester | Sourcing Event Requester | Sourcing Event Creator Team | admin, Admin Import, Business Admin | Yes |
| Supplier Evaluator | Supplier Evaluator | Supplier Evaluator Team | admin, Admin Import, Business Admin | No |
System Administrator | Base ServiceDesk | System Admin Team | admin, Admin Import, Business Admin | Yes |
| Trademark Legal Team | Legal | Trademark Team | admin, Admin Import, Business Admin | Yes |